SoFi Technologies, Inc.
SOFI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001818874
In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in SoFi Technologies, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 514
- +5 vs. Q2 2023
- Shares held
- 355.8M
- −3.03M (−0.8%) vs. Q2 2023
- Total value
- $2.84B
- −$152.6M (−5.1%) vs. Q2 2023
- New holders
- 74
- 189 more added
- Sold out
- 69
- 146 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 48,550 | $387.9K | 0.03% | +6,450+15.3% | Added |
| Jacob Asset Management of New York LLC | 48,600 | $388.3K | 0.55% | +48,600 | New |
| Russell Investments Group, Ltd. | 49,253 | $391.7K | 0.00% | +40,335+452.3% | Added |
| WCG Wealth Advisors LLC | 44,988 | $393.0K | 0.03% | +44,988 | New |
| Aldebaran Financial Inc. | 49,285 | $393.8K | 0.64% | −2,760−5.3% | Reduced |
| Prudential Financial Inc | 49,336 | $394.2K | 0.00% | −8,918−15.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 50,254 | $401.5K | 0.04% | −9,823−16.4% | Reduced |
| Integrated Advisors Network LLC | 50,562 | $404.0K | 0.02% | −200−0.4% | Reduced |
| QRG Capital Management, Inc. | 50,657 | $404.7K | 0.01% | +50,657 | New |
| Blueshift Asset Management, LLC | 52,783 | $421.7K | 0.25% | +41,151+353.8% | Added |
| BIT Capital GmbH | 53,236 | $425.4K | 0.06% | +1,701+3.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 53,506 | $427.5K | 0.00% | +53,506 | New |
| Alta Wealth Advisors LLC | 54,149 | $432.7K | 0.27% | −3,150−5.5% | Reduced |
| Quantamental Technologies LLC | 55,159 | $440.7K | 0.41% | +55,159 | New |
| Means Investment Co., Inc. | 55,969 | $447.2K | 0.07% | −1,523−2.6% | Reduced |
| Harbour Investments, Inc. | 57,640 | $460.5K | 0.02% | +3,727+6.9% | Added |
| Kestra Advisory Services, LLC | 58,250 | $465.4K | 0.00% | −4,778−7.6% | Reduced |
| Quantinno Capital Management LP | 59,442 | $475.0K | 0.02% | +59,442 | New |
| San Luis Wealth Advisors LLC | 60,982 | $487.0K | 0.23% | +286+0.5% | Added |
| Y.D. More Investments Ltd | 62,207 | $497.0K | 0.10% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 63,000 | $503.0K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 63,560 | $507.8K | 0.01% | +1,759+2.8% | Added |
| Wellington Management Group LLP | 63,870 | $510.3K | 0.00% | +13,109+25.8% | Added |
| CIBC Private Wealth Group, LLC | 64,287 | $513.7K | 0.00% | −4,850−7.0% | Reduced |
| Strategic Advocates LLC | 65,342 | $522.1K | 0.25% | +65,342 | New |
| Solidarilty Wealth, LLC | 66,467 | $531.1K | 0.19% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 66,829 | $534.0K | 0.01% | −315−0.5% | Reduced |
| HAP Trading, LLC | 67,033 | $535.6K | 0.13% | −8,328−11.1% | Reduced |
| CI Private Wealth, LLC | 67,733 | $541.2K | 0.00% | +10,210+17.7% | Added |
| Verition Fund Management LLC | 69,298 | $553.7K | 0.01% | −23,800−25.6% | Reduced |
| Hennessy Advisors Inc | 70,000 | $559.3K | 0.04% | +70,000 | New |
| D.A. Davidson & Co. | 71,654 | $572.5K | 0.01% | +1,092+1.5% | Added |
| Oak Thistle LLC | 71,659 | $572.6K | 0.17% | +45,982+179.1% | Added |
| Maryland State Retirement & Pension System | 72,493 | $579.2K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 73,477 | $587.1K | 0.01% | +13,097+21.7% | Added |
| Stratos Wealth Partners, LTD. | 74,339 | $594.0K | 0.01% | +32,861+79.2% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $598.5K | 0.17% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 76,520 | $611.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 78,115 | $624.1K | 0.01% | −50,122−39.1% | Reduced |
| Miracle Mile Advisors, LLC | 78,350 | $626.0K | 0.02% | −200.0% | Reduced |
| Perennial Investment Advisors, LLC | 79,145 | $632.4K | 0.12% | +2,075+2.7% | Added |
| VitalStone Financial, LLC | 92,450 | $642.0K | 0.54% | +50,155+118.6% | Added |
| Great West Life Assurance Co | 82,260 | $657.0K | 0.00% | +47,424+136.1% | Added |
| Matisse Capital | 83,120 | $664.1K | 0.47% | −10,544−11.3% | Reduced |
| Wolff Wiese Magana LLC | 84,260 | $673.2K | 0.55% | −31,086−27.0% | Reduced |
| Janney Montgomery Scott LLC | 85,290 | $681.0K | 0.00% | +35,750+72.2% | Added |
| Private Advisor Group, LLC | 90,113 | $720.0K | 0.01% | −16,595−15.6% | Reduced |
| Teacher Retirement System of Texas | 90,446 | $723.0K | 0.00% | +2,579+2.9% | Added |
| Capital Advisors Wealth Management, LLC | 93,013 | $743.2K | 0.19% | +11,405+14.0% | Added |
| Prospera Financial Services Inc | 93,914 | $750.3K | 0.03% | +793+0.9% | Added |
| Victory Capital Management Inc | 96,052 | $767.5K | 0.00% | +12,741+15.3% | Added |
| Mercer Global Advisors Inc | 96,572 | $772.0K | 0.00% | +56,914+143.5% | Added |
| DnB Asset Management AS | 98,741 | $788.9K | 0.00% | +98,741 | New |
| Kovack Advisors, Inc. | 100,557 | $803.5K | 0.11% | +3,430+3.5% | Added |
| First Republic Investment Management, Inc. | 105,335 | $841.6K | 0.00% | −221,252−67.7% | Reduced |
| Pictet Asset Management Holding SA | 105,903 | $846.2K | 0.00% | +105,903 | New |
| Pegasus Asset Management, Inc. | 109,143 | $872.1K | 0.41% | +4,064+3.9% | Added |
| Kennedy Investment Group | 110,400 | $882.1K | 0.53% | +20,000+22.1% | Added |
| Stifel Financial Corp | 110,696 | $884.5K | 0.00% | −21,229−16.1% | Reduced |
| AE Wealth Management LLC | 111,637 | $892.0K | 0.01% | +19,766+21.5% | Added |
| Northwestern Mutual Wealth Management Co | 113,429 | $906.3K | 0.00% | +6,429+6.0% | Added |
| STRS Ohio | 114,674 | $916.0K | 0.00% | +114,674 | New |
| Walleye Trading LLC | 115,397 | $922.0K | 0.02% | −59,050−33.8% | Reduced |
| Voya Investment Management LLC | 116,282 | $929.1K | 0.00% | −12,252−9.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 118,154 | $944.0K | 0.67% | −29,398−19.9% | Reduced |
| Caption Management, LLC | 119,030 | $951.0K | 0.12% | +45,623+62.2% | Added |
| Colony Group LLC | 120,196 | $960.0K | 0.01% | −157−0.1% | Reduced |
| Cetera Advisors LLC | 120,524 | $963.0K | 0.02% | +274+0.2% | Added |
| Alliance Wealth Advisors, LLC | 121,880 | $973.8K | 0.36% | +550.0% | Added |
| Pathstone Family Office, LLC | 126,930 | $974.8K | 0.01% | +11,115+9.6% | Added |
| National Asset Management, Inc. | 127,136 | $1.02M | 0.03% | −9,529−7.0% | Reduced |
| Skaana Management L.P. | 129,800 | $1.04M | 0.35% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 130,808 | $1.05M | 0.80% | +16,924+14.9% | Added |
| Handelsbanken Fonder AB | 133,900 | $1.07M | 0.01% | +20,500+18.1% | Added |
| Amalgamated Bank | 138,488 | $1.11M | 0.01% | +8,262+6.3% | Added |
| Algert Global LLC | 139,550 | $1.12M | 0.05% | +91,700+191.6% | Added |
| Toronto Dominion Bank | 144,998 | $1.16M | 0.00% | +144,998 | New |
| Capital Markets Trading UK LLP | 151,886 | $1.21M | 1.06% | +42,386+38.7% | Added |
| Vontobel Holding Ltd. | 153,960 | $1.23M | 0.01% | −63,500−29.2% | Reduced |
| Utah Retirement Systems | 157,700 | $1.26M | 0.02% | +400+0.3% | Added |
| Point72 Middle East FZE | 158,837 | $1.27M | 0.08% | +158,837 | New |
| Truist Financial Corp | 160,068 | $1.28M | 0.00% | −16,646−9.4% | Reduced |
| Marex Group plc | 165,517 | $1.32M | 0.19% | +51,189+44.8% | Added |
| Jupiter Asset Management Ltd | 169,585 | $1.35M | 0.01% | −98,138−36.7% | Reduced |
| Cetera Advisor Networks LLC | 171,888 | $1.37M | 0.01% | −137,421−44.4% | Reduced |
| Well Done, LLC | 172,853 | $1.38M | 0.31% | +78,692+83.6% | Added |
| Triumph Capital Management | 176,290 | $1.41M | 0.64% | +23,958+15.7% | Added |
| We Are One Seven, LLC | 176,767 | $1.41M | 0.11% | +176,767 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,970 | $1.41M | 0.01% | +40,020+29.2% | Added |
| Gsa Capital Partners LLP | 177,793 | $1.42M | 0.12% | +122,508+221.6% | Added |
| Manufacturers Life Insurance Company, The | 178,620 | $1.43M | 0.00% | +141,458+380.7% | Added |
| Spire Wealth Management | 178,882 | $1.43M | 0.05% | −1,550−0.9% | Reduced |
| Boston Private Wealth LLC | 182,201 | $1.46M | 0.03% | +363+0.2% | Added |
| Norris Financial Group, LLC | 186,518 | $1.49M | 1.03% | +109,344+141.7% | Added |
| Venture Visionary Partners LLC | 187,217 | $1.50M | 0.09% | −3,092−1.6% | Reduced |
| Oppenheimer & Co Inc | 192,238 | $1.54M | 0.03% | +1,413+0.7% | Added |
| Van Eck Associates Corp | 194,590 | $1.55M | 0.00% | −22,205−10.2% | Reduced |
| Ameriprise Financial Inc | 196,898 | $1.57M | 0.00% | −293,691−59.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.61M | 0.15% | 00.0% | Unchanged |
| Advisory Research Inc | 211,507 | $1.69M | 0.23% | +80,188+61.1% | Added |